WISDOMTREE TR (DIM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
46
Reporting holders
$39.3M
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Mesirow Financial Investment Management, Inc. | $9.2M | 107,957 | 0.14% | 11q | -0.6%-$52.8K |
| MORGAN STANLEY | $2.7M | 32,139 | 0.00% | 35q | +0.5%+$13.6K |
| SMITH, MOORE & CO. | $2.7M | 31,594 | 0.17% | 31q | HELD |
| GHP Investment Advisors, Inc. | $2.6M | 30,975 | 0.10% | 31q | -1.6%-$43.9K |
| WELLS FARGO & COMPANY/MN | $2.2M | 26,104 | 0.00% | 31q | -44.8%-$1.8M |
| BANK OF AMERICA CORP /DE/ | $2.0M | 23,954 | 0.00% | 31q | HELD |
| Sanctuary Advisors, LLC | $2.0M | 23,751 | 0.01% | 3q | +27.0%+$430.2K |
| Rockefeller Capital Management L.P. | $1.9M | 22,039 | 0.00% | 26q | -3.2%-$62.7K |
| Cetera Investment Advisers | $1.3M | 15,329 | 0.00% | 10q | -1.6%-$21.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 14,473 | 0.00% | 12q | +466.5%+$1.0M |
| UBS Group AG | $1.2M | 14,278 | 0.00% | 31q | -13.6%-$190.8K |
| Geneos Wealth Management Inc. | $1.1M | 13,211 | 0.02% | 41q | HELD |
| Farther Finance Advisors, LLC | $946.2K | 11,102 | 0.01% | 6q | +545.5%+$799.6K |
| ENVESTNET ASSET MANAGEMENT INC | $752.0K | 8,823 | 0.00% | 8q | -2.8%-$21.6K |
| ROYAL BANK OF CANADA | $711.0K | 8,342 | 0.00% | 31q | +6.1%+$41.1K |
| JANE STREET GROUP, LLC | $692.4K | 8,124 | 0.00% | 4q | -31.7%-$321.9K |
| LPL Financial LLC | $524.9K | 6,159 | 0.00% | 20q | +8.5%+$41.3K |
| OSAIC HOLDINGS, INC. | $434.9K | 5,103 | 0.00% | 2q | +25415.0%+$433.2K |
| Invesco Ltd. | $411.6K | 4,829 | 0.00% | 31q | -6.5%-$28.6K |
| CAHILL FINANCIAL ADVISORS INC | $394.3K | 4,626 | 0.04% | 6q | +4.3%+$16.3K |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $338.8K | 3,975 | 0.01% | 9q | +1.9%+$6.4K |
| RAYMOND JAMES FINANCIAL INC | $332.1K | 3,897 | 0.00% | new | NEW |
| ASSETMARK, INC | $320.0K | 3,755 | 0.00% | new | NEW |
| STIFEL FINANCIAL CORP | $312.1K | 3,662 | 0.00% | 23q | +0.9%+$2.6K |
| Cascade Financial Partners, LLC | $311.1K | 3,650 | 0.03% | 10q | HELD |
| Apollon Wealth Management, LLC | $291.8K | 3,424 | 0.00% | 11q | HELD |
| Elm3 Financial Group, LLC | $284.9K | 3,343 | 0.20% | 4q | -3.7%-$11.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $265.8K | 3,118 | 0.00% | 31q | HELD |
| Sigma Planning Corp | $238.6K | 2,799 | 0.01% | 2q | HELD |
| Wealthcare Capital Partners, LLC | $235.2K | 2,760 | 0.10% | 5q | +1.8%+$4.3K |
| Destination Wealth Management | $234.9K | 2,756 | 0.01% | new | NEW |
| TopTier Wealth Management, LLC | $213.6K | 2,506 | 0.13% | 3q | +0.7%+$1.5K |
| JONES FINANCIAL COMPANIES LLLP | $189.7K | 2,245 | 0.00% | 8q | +18.8%+$30.1K |
| Washington Trust Advisors, Inc. | $111.8K | 1,312 | 0.01% | 19q | HELD |
| Asset Dedication, LLC | $103.1K | 1,210 | 0.01% | 31q | HELD |
| IFP Advisors, Inc | $96.9K | 1,137 | 0.00% | 5q | HELD |
| SOA Wealth Advisors, LLC. | $51.6K | 606 | 0.01% | 23q | +1.8% |
| Capital Investment Advisory Services, LLC | $42.6K | 500 | 0.00% | new | NEW |
| Ameritas Advisory Services, LLC | $39.7K | 466 | 0.00% | new | NEW |
| Institute for Wealth Management, LLC. | $30.2K | 354 | 0.00% | new | NEW |
| NATIONAL BANK OF CANADA /FI/ | $14.0K | 165 | 0.00% | 19q | HELD |
| Hilton Head Capital Partners, LLC | $8.6K | 101 | 0.00% | 3q | +1.0% |
| Founders Financial Alliance, LLC | $7.2K | 85 | 0.00% | 24q | HELD |
| Pinnacle Wealth Planning Services, Inc. | $4.9K | 57 | 0.00% | 3q | HELD |
| Russell Investments Group, Ltd. | $3.0K | 35 | 0.00% | 5q | HELD |
| FLOW TRADERS U.S. LLC | $2.9K | 33,485 | 0.12% | 4q | +5.5% |
| PARK AVENUE SECURITIES LLC | $540 | 6,337 | 0.00% | 2q | -4.8% |
| FMR LLC | $85 | 1 | 0.00% | 5q | -97.7%-$3.7K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 46 | $39.3M | 460,831 | 6 | 15 | 11 | 0.0% |
| Q1 2026 | 46 | $42.2M | 514,810 | 5 | 12 | 13 | 0.0% |
| Q4 2025 | 46 | $36.6M | 454,136 | 4 | 13 | 9 | 0.0% |
| Q3 2025 | 45 | $34.8M | 450,569 | 5 | 15 | 10 | 0.0% |
| Q2 2025 | 42 | $35.6M | 472,903 | 8 | 11 | 13 | 0.0% |
| Q1 2025 | 37 | $37.8M | 571,085 | 4 | 8 | 14 | 0.0% |
| Q4 2024 | 35 | $29.2M | 481,017 | 3 | 10 | 13 | 0.0% |
| Q3 2024 | 39 | $37.9M | 571,784 | 4 | 9 | 11 | 0.0% |
| Q2 2024 | 39 | $29.5M | 487,388 | 5 | 9 | 12 | 0.0% |
| Q1 2024 | 37 | $37.8M | 601,072 | 3 | 10 | 12 | 0.0% |
| Q4 2023 | 38 | $44.8M | 737,954 | 6 | 15 | 10 | 0.0% |
| Q3 2023 | 31 | $30.1M | 537,014 | 4 | 11 | 7 | 0.0% |
| Q2 2023 | 32 | $26.9M | 465,845 | 5 | 11 | 11 | 0.0% |
| Q1 2023 | 33 | $27.5M | 470,386 | 5 | 6 | 12 | 0.0% |
| Q4 2022 | 36 | $29.8M | 537,083 | 6 | 10 | 12 | 0.0% |
| Q3 2022 | 42 | $35.8M | 754,672 | 4 | 12 | 10 | 0.0% |
| Q2 2022 | 43 | $43.2M | 781,486 | 3 | 15 | 8 | 0.0% |
| Q1 2022 | 46 | $45.5M | 708,052 | 5 | 8 | 8 | 0.0% |
| Q4 2021 | 48 | $49.7M | 739,382 | 2 | 12 | 15 | 0.0% |
| Q3 2021 | 50 | $53.8M | 804,033 | 9 | 17 | 9 | 0.0% |
| Q2 2021 | 48 | $51.5M | 759,207 | 2 | 19 | 8 | 0.0% |
| Q1 2021 | 55 | $52.3M | 778,998 | 3 | 12 | 19 | 0.0% |
| Q4 2020 | 56 | $77.6M | 1,220,948 | 8 | 10 | 19 | 0.0% |
| Q3 2020 | 49 | $61.7M | 1,103,842 | 5 | 6 | 16 | 0.0% |
| Q2 2020 | 48 | $75.4M | 1,407,804 | 4 | 6 | 23 | 0.0% |
| Q1 2020 | 54 | $88.5M | 1,886,546 | 3 | 14 | 18 | 0.0% |
| Q4 2019 | 72 | $139.4M | 2,120,987 | 13 | 14 | 21 | 0.0% |
| Q3 2019 | 59 | $137.3M | 2,275,784 | 7 | 8 | 20 | 0.0% |
| Q2 2019 | 55 | $143.4M | 2,315,836 | 2 | 13 | 21 | 0.0% |
| Q1 2019 | 58 | $163.3M | 2,684,811 | 5 | 17 | 20 | 0.0% |
| Q4 2018 | 56 | $120.5M | 2,123,321 | 1 | 1 | 2 | 0.0% |